得益于半导体行业的强劲表现，韩国2月工业产出环比增长2.5%，创下五年八个月以来的最快增速。政府数据显示，零售销售额保持不变，而设施投资则大幅跃升13.5%。中东危机目前产生的影响微乎其微。
韩国统计厅周二发布的数据显示，韩国2月工业生产环比增长2.5%，从1月份1.3%的跌幅中实现反弹。这是自2020年6月增长2.9%以来的最快增速。据韩联社报道，采矿和制造业产出增长了5.4%，为2020年6月以来的最大涨幅，其中半导体行业在人工智能热潮的推动下飙升了28.2%。零售销售是衡量私人消费的关键指标，与1月相比持平。其中，服装等半耐用品销量下降5.4%，家电等耐用品销量下降1.5%，而食品和饮料等非耐用品销量则增长2.6%。设施投资增长了13.5%，主要由机械和运输设备驱动。该部门官员Lee Doo-won表示：“2月28日爆发的中东危机的影响可能已在2月份的数据中有所体现，但全面影响预计将从3月份开始显现。”
X平台上的讨论主要围绕新闻媒体关于韩国2月工业产出环比增长2.5%的报道展开，这被认为是五年多来的最快增速，主要受半导体产量激增28.2%的驱动。投资者强调这对SK海力士和三星等芯片股具有积极意义。一些用户警告称，月度环比数据波动较大，并指出制造业出现了同比下滑。设施投资大幅增长13.5%，而零售销售保持平稳。市场情绪从对增长的乐观到对数据可靠性的怀疑不等。
[속보] 반도체 생산 급등 38년만 최고 폭 상승 …산업생산 전월比 2.5% 상승
— 루팡 (@DrNHJ) 2026年3月30日
SK hynix, Samsung, $NVDA, $MU, $SNDK
2월 한국의 생산과 투자가 반도체 호조에 힘입어 전월보다 큰 폭으로 증가한 것으로 나타났다.
31일 국가데이터처가 발표한 '2026년 2월 산업활동동향'에 따르면, 우리나라 전산업…
산업생산같은 MoM 발표 수치는 계절 조정을 해도 너무 변동성이 큽니다. YoY로 보시는 것을 권함...
— 𝑹𝒐𝑪𝒐𝑪𝒐🥷 (@spaceastrium) 2026年3月30日
꽤 놀랍게도 2월 제조업이 역성장을 했습니다.
[2보] 2월 산업생산 2.5%↑, 5년8개월만에 최대폭…중동사태 미반영 https://t.co/paEcuf0OTI
— 연합뉴스 (@yonhaptweet) 2026年3月30日
(LEAD) Industrial output posts fastest growth in 5 yrs, 8 months in Feb. https://t.co/SxQU8Teyvn
— Yonhap News Agency (@YonhapNews) 2026年3月30日
South Korea February Industrial Output surges 5.4% Month-on-Month, vastly beating 1.8% forecast
— Byul (@byul_finance) 2026年3月30日
由 AI 报道 AI 生成的图像
South Korea's industrial output, retail sales and facility investment all rose from a month earlier in March, official data showed on April 30. It marked the first time since September that all three indicators posted on-month growth. A ministry official said the Middle East crisis has not yet impacted the economy.
South Korea's real GDP jumped 1.7 percent in Q1 2026 from the prior quarter—the strongest growth in 5½ years—despite Middle East tensions, easily topping the Bank of Korea's 0.9 percent forecast on robust exports and steady domestic demand. Part of the rebound following 2025's modest 1% annual expansion (see prior article in series).
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South Korea's producer price index rose 1.6 percent in March from the previous month, the fastest pace in about four years, Bank of Korea data showed Wednesday. The surge was driven by higher petroleum and chemical product prices amid rising global oil costs. Year-on-year, prices climbed 4.1 percent, the quickest increase since February 2023.
South Korea's exports surged 49.4 percent year-on-year to $50.4 billion in the first 20 days of April, driven by robust semiconductor demand, Korea Customs Service data showed Tuesday. Imports rose 17.7 percent to $39.9 billion, yielding a $10.4 billion trade surplus.
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South Korea's exports jumped 43.7 percent from a year earlier in the first 10 days of May. Data from the Korea Customs Service showed outbound shipments reached 18.4 billion dollars.
South Korea added 206,000 jobs in March, topping 200,000 for the second straight month. The number of employed people rose 0.7 percent from a year earlier to 28.79 million, data from the Ministry of Data and Statistics showed. Youth employment, however, declined for the 23rd consecutive month.
由 AI 报道
South Korea's exports exceeded $85.89 billion in April, topping $80 billion for the second consecutive month. The figure jumped 48 percent from a year earlier, driven by robust semiconductor shipments. The trade surplus reached $23.77 billion, marking the second straight month above $20 billion.